See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $275 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,706 | $79,171-41.0% | $102,423-54.4% | $74,495-37.3% |
| Participation rate | 87.9% | 74.8%+13.1pp | 76.5%+11.4pp | 67.2%+20.7pp |
| Annual return | 20.86% | 54.93%-34.1pp | 29.32%-8.5pp | 1364.94%-1344.1pp |
| Employer contribution / active EE | $2,271 | $2,362-3.9% | $3,023-24.9% | $2,623-13.4% |
| Participant deferral / active EE | $3,589 | $4,415-18.7% | $5,053-29.0% | $4,346-17.4% |
| Admin fee / account holder | $13 | $2,001-99.4% | $9,451-99.9% | $1,942-99.4% |